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Caldwell Sutter Capital’s Assured Guaranty AGO Stock Holding History

Caldwell Sutter Capital’s Portfolio AGO Stock Details AGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1
Closed -$50 – 863
2023
Q1 		$50 Buy
+1
New +$58 ﹤0.01% 560

Other funds holding AGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
KBG
Kahn Brothers Group New York $633M AUM 39.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Caldwell Sutter Capital's AGO Position: Q2 2023 in Review

Caldwell Sutter Capital sold out of Assured Guaranty (AGO) in Q2 2023, closing a stake of 1 share — an estimated $50 sold.

Caldwell Sutter Capital first reported a position in AGO in Q1 2023 and held it in 1 quarter. The position peaked at $50 in Q1 2023. 263 funds tracked by Wall St. Rank hold AGO as of Q2 2023.

  • Caldwell Sutter Capital reported no remaining Assured Guaranty position as of Q2 2023 after selling out during the quarter.
  • Caldwell Sutter Capital sold 1 Assured Guaranty share in Q2 2023, an estimated $50.
  • Caldwell Sutter Capital first reported a position in Assured Guaranty in Q1 2023 and held it in 1 quarter.
  • Caldwell Sutter Capital's Assured Guaranty position peaked at $50 in Q1 2023.
  • 263 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2023.

Based on Caldwell Sutter Capital's 13F filing for Q2 2023, filed 19 Jul 2023.